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There are 2 ways to assign a portal admin. One way is through the Entity tab and the other is through the Entity Contact screen.Pre-requisite: There should be an email address before you can assign a Portal Admin:
Here are the steps on How on how to Assign assign a Portal Admin through Entity tab:
- Log in as an Admin/internal user
- Open an entity record
- Click the General tab
Note: The vendor must have an Approval List first before Portal Access can be enabled.- After selecting a portal admin, a change of password will be required. Enter the New Password and Confirm Password.
Note: If Change Password is cancelled, portal access will be removed. - Select a Portal Role
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Pre-requisite: The following fields must be filled in before you can assign a Portal Admin:
Here are the steps on how to assign a Portal Admin:
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Here are the steps on how to assign a Portal Admin:
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